Kristen Beckbissinger, financial advisor Sun City AZ

Kristen Beckbissinger

CRD Number: 4883146
Current Firm: J.p. Morgan Securities LLC

Kristen Beckbissinger (CRD# 4883146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sun City, AZ and has over 14 years of experience in the finance industry. Kristen Beckbissinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Alexander Koury, CFP®, financial advisor Sun City AZ
Alexander G. Koury, CFP®
CRD# 5607498
Commonwealth Financial Network
Similar Advisors
James Davis, CFP®, financial advisor Sun City AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Similar Advisors
George Henderson, financial advisor Sun City AZ
George T. Henderson
CRD# 6400364
Comerica Securities
Professional Designations
Company Name Location Dates Years
Jpmorgan Securities LLC Sun City, AZ May 2014 - Current 5
Bank Of America, N.a. Chandler, AZ Aug 2011 - May 2014 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Jun 2004 - May 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Kristen M. Beckbissinger
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    130,276
    MILLIONS
  • Total Number of Accounts
    602,419
    ACCOUNTS
  • Average Account Value
    $216,255
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.